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Legato Wealth Management
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  • Articles
    • The Pair: Estate Freeze & Legato Plan
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure

Articles of Interest

The Pair: Estate Freeze and Legato Plan (March 2023) Read
70 Years and 214 Days (Sept 2022) Read
Tax Apportioning for Estate Clarity (June 2022)  Read 
Beneficiary Designations (June 2022) Read
Charitable Giving with Insured Share Redemption (Feb 2022) Read
Fifty Two Years Young And Old (Feb 2022) Read
Life Insurance As Fixed Income Investment (April 2021) Read
Smooth Transitions (March 2021) Read
Prevent Estate Shrinkage (March 2021) Read
Take Time For Your Legacy  (Dec 2020): Read
Jim Pattison Leveraged His Insurance (Dec 2020): Read
Heed The Warnings of Tax Increases (Nov 2020): Read
Words of Wisdom (October 2020): Read
Protect Your Grandchildren (October 2020): Read
An Investment for Peace of Mind: Read
Life Insurance After Surviving COVID-19 Read
Four Tricks of the Wealthy (Feb 2020) Read
Think Wider (Jan 2020) ​​Read
Be Like Tiger! (April 2019) ​Read
Take The Time - Start Right  (September 2020):  Read
Building Another Asset Class (July 2020):  Read
Take Five for the Unexpected (May 2020): Read
AI is Changing the Insurance Industry: Read
Ensure Your Estate Goes To Your Children Not Tax: Read 
Cash Me If You Can (Feb 2020)​: Read
Succession Planning with Legato (August 2019): ​Read
Taxes, taxes and more taxes (Jan 2019): ​Read
Retaining Passive Income in Corps (Jan 2019): Read
Legato 3 to insure, retire and legacy (Dec 2018): Read
Retire Sooner with a Legato Plan (Nov 2018): Read
Community
Partners in Search for a Cure: Read
World-Class Research in Parkinson's Disease: Read
Lest We Forget (Nov 2019): Read
Spirit of the People (Jan 2020): Read
Balcony Bella Ciao (saxophone) Read
Motivation & Insights
Work On Your Life (Nov 2019) ​Read
Enjoy the Exumas (March 2019) Read
I'm The Referee On This Field (updated Nov 2018) ​Read
Setbacks and Success (Feb 2019) Read
Look Across (Dec 2016) ​Read more
Wear Sunscreen (Nov 2016) Read
Jamie Golombek of CIBC
Picture
Retiring Right (Jan 2019)  read
The Estate Plans of Effective People (May 2018) read
Income Splitting Loans (Jan 2018) read
Tax and Estate Planning for Your Vacation Property (August 2017) read
The Updated CCPC Tax Proposals (March 2018) read

Copyright 2023- Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Meeting Checklists
      • Parking
      • Review Online
  • Solutions
    • Creating & Distributing Wealth
    • Key Understandings
    • Legato Plans
    • Philanthropy
    • Steps to Legato1
    • Policy Search
    • Will Search
  • Articles
    • The Pair: Estate Freeze & Legato Plan
    • 70 Years and 214 Days
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Reviewing A Shareholder's Agreement
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Life Insurance As Fixed Income Plus
    • Smooth Transitions
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Protect Your GrandChildren
    • Another Asset Class
    • Take Five
    • Inheritance & Taxation
    • Cash Me If You Can
    • Think Wider
    • Succession Planning
    • Legato 3
    • Retirement Income
    • Look Across
    • Lest We Forget
    • Partners In Search For A Cure